Geneos Wealth Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $50.8K | Hold |
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|
2025
Q2 | $48.5K | Sell |
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|
2025
Q1 | $94.5K | Buy |
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|
2024
Q4 | $46.8K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $9K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $136K | Sell |
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|
2020
Q2 | $148K | Sell |
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|
2020
Q1 | $153K | Sell |
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|
2019
Q4 | $860K | Buy |
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|
2019
Q3 | $805K | Buy |
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|
2019
Q2 | $735K | Buy |
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|
2019
Q1 | $495K | Buy |
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|
2018
Q4 | $249K | Buy |
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|
2018
Q3 | $37K | Buy |
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|
2018
Q2 | $7K | Hold |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $7K | Buy |
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